This is not an offer to buy or sell any security or interest. stocks to bonds to mutual funds Transparent, responsive, and objective. Do You Know About the Spousal Social Security Benefit? From understanding the different financial service offerings to verifying credentials and understanding the compensation; learn how to find a financial advisor you can trust with your money. Please contact the advisor for additional information on fees. Visit Site. What does this mean? Brookgate Banking Office, 5881 Smith Road. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. #101, Huntington Beach, CA 92647. Due to the sensitive nature of resetting passwords, email requests are not recommended. In your 50s, theres still time to earn returns on investments. Lending products are subject to credit application and approval. in. Huntington Financial Advisors in West Chester, OH and has Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Heading towards retirement? Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. 1200 Liberty Ridge, Suite 210, Wayne, PA 19087. Julie Stein (CRD# 4854515) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 7 years of experience in the finance industry. Our Financial Advisors partner . Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Please enable JavaScript. Answer: No. Find the location nearest you. We've notified our engineers who will investigate this immediately. Call the Advisory Resource GroupMonday - Friday 9am-6pm ET. These brief overviews of fees are based on a percentage of client assets under management (AUM). tips_and_updates Financial Advisor Education. services are limited to referring users to third party advisers registered or chartered as fiduciaries Ask candidates about their formal training. HUNTINGTON FINANCIAL ADVISORS offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. To report possible identity theft: If you think you may have provided personal account or password information in response to an email you received, please call us at (800) 480-2265, Daily 7:00 a.m. to 8:00 p.m. For exact fee information, please contact the advisor directly for a detailed list of fees. prepare for major life events, How does your firm mitigate them? Stay sharp with senior focused financial articles. is registered with the U.S. Securities and Exchange Commission as an investment adviser. What does this mean and why is it important? Please enable JavaScript. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Account minimums vary, depending on the advisory program. The headquarters of Huntington Financial Advisors is 37 West Broad Street Columbus, OH 43215. This is not an offer to buy or sell any security or interest. Please contact your Company Administrator to reset your password if you continue having problems logging in. Our system has identified the following conflict alerts. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. Financial planning questionnaire. How do these benefits affect the firms selection of a broker-dealer partner? Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors. Depending on your needs and risk tolerance, these may invest in a variety of securities, including mutual funds and exchange-traded funds (ETFs). serve the financial needs of clients across 53 states (or territories). For more than 100 years, Huntington has been helping clients with all their financial needsfrom the simple to complex. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. Learn 5 things to consider to help you find a financial advisor right for you. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select What does this mean and why is it important? P.O. (800) 340-4165 Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Learn more. How long will it take to receive my refund? Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Data feeds used for advisors pages may be delayed; please also refer to The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. Financial planning questionnaire. Answer: You may request a refund within 60 days of the date that the fee was charged. ET, Tel. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. over 7 years . For example, front-running is when a financial professional buys or sell securities ahead of their client. A financial advisor becomes a partner in your business, including providing the important service of properly . Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. 24/7 Daily, Credit Card Payment Assistance - Personal & Business 8085 South Chester St Suite 201, Centennial, CO 80112, 8889 Pelican Bay Blvd N Suite 101, Naples, FL 34108, 222 N LaSalle St Suite 1200, Chicago, IL 60601, 45 N Pennsylvania St Suite 600, Indianapolis, IN 46204, 555 South Old Woodward Ave Suite 600, Birmingham, MI 48009, 1331 East Grand River Ave , East Lansing, MI 48823, 150 Ottawa Ave, NW, Grand Rapids, MI 49503, 625 S Garfield Ave, 24/7 Daily. Yes or Sun, CLOSED. What does this mean and why is it important? Daily, 7:00 a.m. - 8:00 p.m. Huntington Financial Advisors 1531 West Lane Avenue Columbus OH 43221 More Info See More Let us help. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. As always, if you have any questions or needs, please contact your Huntington Financial Advisor or the Client Services Team at (800) 322-4600, Monday through Friday, 8:00 a.m. to 5:00 p.m. Similar Advisors. The firmoperates as a broker-dealer as well as an investment advisor. We promise to keep your information safe and secure. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select ET Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. Financial plans and investment portfolios are always unique to the client's personal financial situation. Columbus, OH 43218 (877) 932-2265 Your investment strategy is key What does this mean? The map below shows states where this firm has explicit registration only. 2023 Huntington Bancshares Incorporated. We will act in your best interest. FINRA data last verified January 03, 2023. Regulatory disclosures state that firm sells proprietary investments and products. What are Discretionary and Non-Discretionary Spending. Financial Advisors at Huntington Financial Advisors. Questions to ask The Huntington National Bank As a result, the firm has paid fines and disgorgements as well as being forced to censure and cease and desist. ET Bloomingdale, IL. Portfolios may invest in a variety of securities, including: Fees depend on the investment products recommended by the advisor, so they can vary widely from client to client. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Huntington Installment Loans They HUNTINGTON FINANCIAL ADVISORS offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. From Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. Request Information. (800) 323-4695 Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. As a Certified B Corporation, our focus is simple: people before profits. For further detail, see our articles on different types of advisors and financial advisor services. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Tips, tools and how to's to help with your financial goals. When? Thats why we have the Advisory Satisfaction Promise. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). ET. These figures are provided as a general guideline for research purposes. These minimums range from $25,000 (for certain wrap fee programs) to $250,000 for unified managed accounts (UMAs). over 36 years ET Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. Columbus OH 43212. total investible assets. Description. See you back here soon! Here's how we make money. With our trusted network of advisors, well connect you with up to three established planners in your area. Columbus, OH 43218-2519 Huntington Financial Advisors works with non-high-net-worth individuals, charitable organizations and corporations. of experience in the finance industry. Who can I contact if I have questions or would like to request a refund? Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. While partners may pay to provide offers or be featured, e.g. Working with a Huntington Advisor You Come First Our advisors put your interests first. We will keep you informed regarding your advisory account and check in with you along the way. Is your firm a broker-dealer or are you affiliated with one? As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. or Find a Private Bank location View Locations SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investments Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, who offer securities and investment advisory services. Learn the main steps you need to take to be successful when it comes to retirement savings and planning. . Sat, 8:00 a.m. - 1:00 p.m. Private Banking advisors. Attn: GW1N10 Theyll explain their services and can National Advice Center Osj, 3 Cascade Plaza. So you can feel. And we back it all with a promise: If at any time you're not satisfied with our advisory service, we'll refund your last 90 days of account fees. insurance, professional liability Every client is different. Questions to ask You're about to leave huntington.com and go to a site Huntington doesn't control. Zoom between states and the national map to see the top spots in each region. Read through our introductory course to financial advisors. What conflicts arise from this relationship? total investible assets. Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! Sun, CLOSED, Apply for a Mortgage Customer Service Current Firm Details Huntington Financial Advisors 37 West Broad Street,Columbus,OH43215800.322.4600https://www.huntington.com Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. What does this mean? The event will take place from September 10-13 in Huntington Beach, CA. Lending products are subject to credit application and approval. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. What does this mean? Advisors are personal, responsive, and transparent. Tips, tools and how to's to help with your financial goals. (800) 323-9865 protection. The investment advisory business has offices in 409 locations . 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